IRS proposed regulations target gift ...
The IRS has released proposed regulations that would close so-called tax loopholes that many wealthy taxpayers have...
3 Steps to Estate Planning
By GS Editor If you own assets, you have an estate. This means that nearly everybody has an estate, whether it is...
5 Tax Implications of Life Insurance
You may think of life insurance as income-replacement protection for your family in the event you or your spouse dies....
Consider Social Security in your reti...
By the GS Tax Department If you are approaching retirement age and will qualify for Social Security benefits, you...
Closing Out Financial Records for the...
By Lori Shrout, EA There is nothing easy about losing a loved one. Matters tend to get even more difficult if...
Managing Finances for the Elderly or ...
By Lori Shrout, EA Many people find themselves helping ill or elderly loved ones manage their finances. The...
Estate Planning: Lifetime Gifts
By Morrey Weitz, CPA, MST – Principal, Gumbiner Savett Inc. Giving away assets during your lifetime with the...
3 Tips For a Financially Successful S...
By Valerie Colin, CPA, MST, Tax Department Shareholder Disagreements about spending and debt can disrupt any...